Guest : Dan Penning

Guest of The Lange Money Hour: Where Smart Money Talks

The Lange Money Hour GuestsThe Lange Money Hour has featured some of the country’sleading IRA, retirement planning and financial experts.

Guest: Dan A. Penning

Dan A. Penning is the founder of The Penning Group and the firm’s lead advisor. He is a nationally recognized expert in cottage law and succession planning for family legacy assets, including businesses and family farms. Dan is uniquely qualified in helping families realize their goals of perfecting and saving their assets for the next and future generations. He assists families by providing practical solutions to the often complicated problems associated with preserving the ownership, use and enjoyment of family legacy assets. He has consulted and prepared estate plans and asset succession plans for families with assets throughout the United States and abroad.

James Lange, CPA

Jim is a nationally-recognized tax, retirement and estate planning CPA with a thriving registered investment advisory practice in Pittsburgh, Pennsylvania. He is the President and Founder of The Roth IRA Institute™ and the bestselling author of Retire Secure! Pay Taxes Later (first and second editions) andThe Roth Revolution: Pay Taxes Once and Never Again. He offers well-researched, time-tested recommendations focusing on the unique needs of individuals with appreciable assets in their IRAs and 401(k) plans. His plans include tax-savvy advice, and intricate beneficiary designations for IRAs and other retirement plans. Jim’s advice and recommendations have received national attention from syndicated columnist Jane Bryant Quinn, his recommendations frequently appear in The Wall Street Journal, and his articles have been published in Financial Planning, Kiplinger’s Retirement Reports and The Tax Adviser (AICPA). Both of Jim’s books have been acclaimed by over 60 industry experts including Charles Schwab, Roger Ibbotson, Natalie Choate, Ed Slott, and Bob Keebler.